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CIK: 0001843578
Total reported value
$297.8M
$297.8M
59 檔
40.5%
During the Q1 2025 filing period, Strategic Equity Management (CIK: 0001843578) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $297.8M across 59 reported positions.
In Q1 2025, Strategic Equity Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 14.61% | -0.46% | -0.29% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.37% | -0.74% | +1.74% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 8.99% | +0.24% | +14.79% | |
| 4 | PTL | Inspire 500 ETF | ETF-Other | 7.67% | +2.95% | -8.61% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-Other | 7.02% | -0.23% | +4.57% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.86% | +6.38% | +5.33% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.77% | +0.01% | +5.72% | |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.83% | -0.09% | -0.73% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.77% | -0.05% | +2.12% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.51% | — | +777.21% | |
| 11 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 3.08% | -0.03% | -4.34% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.93% | +0.01% | -48.11% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.83% | — | +3.89% | |
| 14 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 2.51% | — | +22.54% | |
| 15 | BIBL | Inspire 100 ETF | ETF-Other | 2.40% | -2.28% | +23.01% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.17% | -0.02% | +773.72% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +0.01% | +6.49% | |
| 18 | IFRA | Ishares US Infrastructure | ETF-Other | 1.07% | — | +5.78% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.99% | — | +7.18% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.05% | -3.62% | |
| 21 | ESUM | Eventide US Market ETF | ETF-Other | 0.64% | +0.42% | — | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.52% | -0.14% | +0.42% | |
| 23 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.45% | — | — | |
| 24 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.41% | -0.01% | -3.69% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.40% | -0.02% | -9.30% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | +0.01% | +1.74% | |
| 27 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.36% | -0.02% | — | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | -0.03% | -0.86% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.36% | — | +0.03% | |
| 30 | BLES | Inspire Global Hope ETF | ETF-Other | 0.35% | -0.02% | — | |
| 31 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.34% | — | +3.59% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | — | — | |
| 33 | WWJD | Inspire International ETF | ETF-Other | 0.33% | -0.04% | — | |
| 34 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.33% | -0.01% | +1.14% | |
| 35 | ELCV | Eventide High Dividend ETF | ETF-Other | 0.32% | +0.10% | — | |
| 36 | ✓ | Neos ETF Trust | ETF-Other | 0.32% | — | — | |
| 37 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.31% | -0.01% | — | |
| 38 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.29% | +0.05% | -11.07% | |
| 39 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.28% | — | -48.30% | |
| 40 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.28% | -0.03% | — | |
| 41 | FTCS | First Trust Capital Strength | ETF-Other | 0.22% | — | — | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | -0.41% | EXIT | |
| 43 | QGRO | American Century US Quality | ETF-Other | 0.18% | — | -53.30% | |
| 44 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.17% | — | — | |
| 45 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.16% | — | +0.03% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.15% | — | +34.58% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.14% | — | -87.33% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.13% | +0.07% | NEW | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.13% | — | — | |
| 50 | COF | Capital One Financial CORP | Stock-Financials | 0.12% | -0.11% | EXIT |
According to official SEC Form 13F filings, Strategic Equity Management reported a total U.S. public equity portfolio value of $297.8M across 59 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, SPY, VV) accounted for 40.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHX
市值: $34.8M
During Q1 2025, Strategic Equity Management's top holdings by market value included SCHX (14.6%)、SPY (12.4%)、VV (9.0%). The largest single position, SCHX, represented 14.6% of total portfolio value.
In Q1 2025, Strategic Equity Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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